3 Reasons Why You Should Be Shifting to Client Portals

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3 REASONS WHY YOU SHOULD BE SHIFTING TO CLIENT
PORTALS
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WHAT IS A CLIENT PORTAL?
A modern RIA client portal is a secured website
which allows your clients to access financial
management tools and services, including but not
limited to their personal financial information,
updates regarding their financial accounts, and
their client information as it pertains to your
work as their RIA.
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BENEFITS OF SHIFTING TO
CLIENT PORTAL
Customer Collaboration
Improves Efficiency
Customizable Dashboard
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CUSTOMER COLLABORATION
M o d e rn c l i e n ts e x p e c t to b e a b
l e to a c c e ss th e i r f i n a n c i a l i n
fo rm a t i o n a n d a v a i l a b l e se r v i
c e s w i th th e u tm o s t c o n v e n i e n c
e , a n d sh i f t i n g to a n R I A c l i e n
t p o r ta l i s th e b e s t w a y to fu l f i
l l th a t e x p e c ta t i o n .
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IMPROVES EFFICIENCY
Client portals arent solely for clients to have
easy access to their financial information they
can also be a way for you, their RIA, to receive
immediate updates to their financial holdings and
broader financial needs.
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CUSTOMIZABLE DASHBOARD
P o r ta l s a re h i g h l y c u s to m i z a b
l e , w h i c h m e a n s y o u c a n c o n f i g
u re th e m to su i t a n y n e e d i n c l u d
i n g sp e c i f i c o n e - t i m e p o r ta l
s fo r u n i q u e c i r c u m s ta n c e s a l
l th e w a y to b ro a d e r p o r ta l s th a t
y o u r c l i e n ts e x p e c t to w o rk f ro
m i n th e l o n g - te rm .
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States
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I L A D D R E S S hello_at_hexaviewtech.com
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